Keith
Eck

Lincoln Investment

CRD#1212749
Investment Advisor
in San Diego, CA
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About this Advisor

Keith Eck is an investment advisor in San Diego, California. Currently a registered financial advisor with Lincoln Investment, they have gathered an impressive 27 years of experience in the financial advisory industry. Eck holds a Series 63 license, certifying the advisor as a securities representative. Eck is able to act as a financial advisor based out of California. Over the course of their career, they have held roles at Sun Life Of Canada, Sun Financial Group, Capital Analysts, Inc, Lincoln Investment and Make-A-Wish Foundation. Lincoln Investment is headquartered in San Diego, California, and operates out of 427 additional offices in the United States. As a company, Lincoln Investment oversees $8 billion in assets throughout 113,080 client accounts and employs more than 1,231 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 52,887 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Lincoln Investment offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

9915 Mira Mesa Blvd. Suite 110
San Diego, CA 92131

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Lincoln Investment Brokerage Details

Total Assets Under Management

$9,038,434,767

CA Average: $15,833,994,310
Total Number of Employees

1,279

CA Average: 41
Total Number of Accounts

139,067

CA Average: 3,342
Average Account Size

$64,993

CA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Keith Eck Work History

Keith has 27 years of experience.

2012 - Present (7 years)

Lincoln Investment

1998 - Present (21 years)

Make-A-Wish Foundation

1997 - Present (22 years)

Capital Analysts, Inc

1991 - Present (28 years)

Sun Life Of Canada

1991 - Present (28 years)

Sun Financial Group

Disclosures

Keith Eck has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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